New CISI Charter designations
If you are interested in applying for the new CISI Charter designations: Chartered Fellow (Financial Planning), Chartered Firm.
Register your interest here to be first to find out more

How do I become Chartered?

Across the world and in many industries, an individual Charter is recognised as the peak of professionalism

Holding a Charter is a prestigious achievement that recognises your commitment to achieving and maintaining the highest standards of professionalism and demonstrates to clients and peers that you are at the top of your profession.

Individually Chartered members must abide by the Royal Charter, Bye-laws, and Regulations and uphold the CISI's high standards as published in our Professional Code.

The CISI offers individual Chartered status through two grades of membership, Chartered Member or Chartered Fellow.

Requirements to achieve Chartered status

The eligibility requirements for Chartered Member and Chartered Fellow membership grades vary depending on your qualifications and knowledge.

 
Chartered Member or Chartered Fellow
Chartered Fellow (Financial Planning)
Chartered Wealth Manager

How to become a Chartered Member or Chartered Fellow

For more information please read the Chartership FAQs or refer to the table below to check if you are eligible

Qualification
Level 3 CISI and Non-CISI
Level 4/5 CISI
Level 4/5 (Non-CISI)
Level 6/7 CISI
Level 6/7 CISI
Level 6/7 CISI
Level 6/7 CISI
Level 6/7 (non-CISI)
Chartered Member of a relevant non-CISI Body*
Integrity Matters
+ CPD Years at member Level
5 as an Associate
4 as an Associate
5 as an Associate
1 as an Associate
1 as a Member
1 as a Member
1 as a Member
1 as a Member
1 with the relevant non-CISI body
Eligible for Chartered Member
+ CPD Years at member Level
 
 
 
 
+2 as a CISI Member or Chartered Member
+3 as a Chartered Member of a relevant Body*
+1 as a CISI Member or Chartered Member
+2 as a Chartered Member of a relevant Body*
 
 
Eligible for Chartered Fellow
 
 
 
 
 
 

* You need to complete 35 hours of CPD in each CPD year with 21 hours being structured and 14 hours being structured or unstructured. 3.5 hours of this CPD must be in ethics if working towards chartered membership also, your CPD must have been logged in the consecutive years immediately preceding your CISI membership. You will need to provide written confirmation of your relevant membership history with the relevant Chartered Body, this should be included with your application. For the accepted relevant bodies, please see the Chartered Membership via another Chartered body FAQs.

 Link to PDF flow chart

How to Apply

  1. Complete the application form (new members should use the form here)
  2. Return it to applications@cisi.org or address: Customer Support Centre, Chartered Institute for Securities & Investment, 20 Fenchurch Street, London EC3M 3BY
  3. Your application will be assessed and you will be notified of the outcome. This may take up to 15 working days. If you have not received a response or if you have any other queries regarding Chartership, please contact us.

Application and upgrade Fees

Current Grade of Membership Grade of Chartership Application and upgrade cost from 1 April 2024
AssociateChartered Member £128.00
Member Chartered Member £55.00
Member Chartered Fellow £80.00
Chartered Member Chartered Fellow £80.00
Chartered Member of another Chartered Body* Chartered Member £55.00
Fellow Chartered Fellow £55.00


*Your CPD must have been logged in the consecutive years immediately preceding your CISI membership. You will need to provide written confirmation of your relevant membership history with the relevant Chartered Body, this should be included with your application. For the accepted relevant bodies, please see the Chartered Membership via another Chartered body FAQs.